Principal Hybrid Equity Fund Growth-0.12%

4
-2.94%
1 Year Return
Hybrid
Aggressive
4.0star
6M
1Y
3Y
5Y
All

Fund Details

Principal Hybrid Equity Fund Growth

RiskModerately High
Min SIP Amount₹100
Expense Ratio2.22%
NAV72.91 (10 Jul 2020)
Fund Started14 Jan 2000
Fund Size1,087 Cr

Fund Overview

Quick overview of Principal Hybrid Equity Fund Growth

Returns

1Y
3Y*
5Y*
Since inception*
Principal Hybrid Equity Fund Growth
-2.9%
2.2%
7.5%
10.2%
Category Average
-9.3%
-0.1%
4.8%
-
Rank within category
24
14
5
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with -2.9% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Risk is higher compared to the benchmark
    3. Higher expense ratio
    4. 1Y Returns are lower than the benchmark
    5. 3Y Returns are lower than the benchmark
    6. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity6.3%
    HDFC Bank Ltd.FinancialEquity6.2%
    Infosys Ltd.TechnologyEquity4.3%
    ICICI Bank Ltd.FinancialEquity3.5%
    Hindustan Unilever Ltd.FMCGEquity3.3%
    GOISovereignGOI Sec3.3%
    Bharti Airtel Ltd.CommunicationEquity3.2%
    GOISovereignGOI Sec2.8%
    Housing Development Finance Corpn. Ltd.FinancialEquity2.6%
    Housing Development Finance Corpn. Ltd.FinancialDebenture2.2%
    See All

    Fund Managers

    addP V K Mohan
    Education
    Mr. Mohan is a B.E (Electrical) and MBA from IIM Bangalore.
    Experience
    Prior to joining Principal AMC he has worked with UTI AMC.
    Funds Managed
    addRavi Gopalakrishnan
    Education
    Mr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA.
    Experience
    Prior to joining Principal Mutual Fund, he has worked with Canara Robeco AMC, PGIM India Mutual Fund, Hudson Fairfax Group,USA, and Sun F & C Asset Management Ltd.
    Funds Managed
    addBekxy Kuriakose
    Education
    Ms. Kuriakose is a BA (Economics) from Delhi University and PGDM from IIM,Bangalore
    Experience
    Prior to joining Principal Mutual Fund she has worked with L&T Mutual Fund, Reliance Life Insurance Co. Ltd ,SBI Mutual Fund and Tata Administrative Services
    Funds Managed
    addAshish Aggarwal
    Education
    Mr. Aggarwal has done BE, PGPM
    Experience
    Prior to joining Principal Asset Management Private Limited, he has worked with IL&FS Investsmart, Tata Securities and Antique Stock Broking.
    Funds Managed

    Principal Hybrid Equity Fund Growth Details

    Principal Hybrid Equity Fund Growth is a Hybrid Mutual Fund Scheme launched by PRINCIPAL Mutual Fund. This scheme was made available to investors on 14 Jan 2000. P V K Mohan, Bekxy Kuriakose is the Current Fund Manager of Principal Hybrid Equity Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,087 Cr and the Latest NAV as of 10 Jul 2020 is ₹72.91.

    The Principal Hybrid Equity Fund Growth is rated Moderately High risk. Minimum SIP Investment is set to 100. Minimum Lumpsum Investment is 300. For units in excess of 24% of the investment,1% will be charged for redemption within 1 year

    Investment Objective

    Aims to generate long term capital appreciation and current income by investing in a portfolio of equity, equity related securities and fixed income securities.

    Tax Implications

    Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

    Scheme Information Document(SID)

    ₹300
    Min for First Investment
    ₹300
    Min for Second Investment
    For units in excess of 24% of the investment,1% will be charged for redemption within 1 year
    Exit Load

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    About PRINCIPAL Mutual Fund

    Address
    Exchange Plaza, Ground Floor, B Wing, NSE Building, Bandra Kurla Complex, Bandra(East) Mumbai 400051
    Phone
    022-67720555
    Launch Date
    25 Nov 1994
    Principal Mutual Fund
    Asset Management Company
    Custodian
    ABN AMRO Bank
    Registrar & Transfer Agent
    KFin Tech
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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